Audit Senior Associate - Cbiz
Kansas City, MO
About the Job
With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ is honored to be the recipient of several national recognitions for 2023:
- Best and Brightest Companies to Work for in the Nation
- Top Workplaces USA
- Top Workplaces – Financial Services Industry
- Best and Brightest Companies in Wellness
- Great Place to Work Certification
Essential Functions and Primary Duties
- Complete all aspects of ERISA audit engagements for clients including status updates to engagement managers and adhere to all quality control standards as required.
- Demonstrate understanding of the client’s business including analysis and planning of client engagements.
- Cultivate strong working relationships with clients.
- Identify and communicate audit issues, technical matters and improvement opportunities with senior associates, managers and partners to resolve client issues discovered during the audit process.
- Pledge to provide exceptional service to every client by providing individual attention, responsiveness and commitment to understanding their goals and needs.
- Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed
- Achieve charge hour goals
- Review associates’ auditing work: provide constructive review points
- Supervise associates on engagements
- Train and mentor associate staff
- May be involved in the client billing process by assisting Managers or Directors
- Develop specialty knowledge of applicable ERISA regulations and audit standards, attend industry training as assigned
- Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements
- Participate in practice development activities such as: membership in qualified organizations capable of referring potential engagements
- Execute administrative duties as assigned
- Additional responsibilities as assigned
Preferred Qualifications
- Master’s degree preferred in Accounting or related field
- 1 year supervisory experience
- CPA candidate
Minimum Qualifications Required
- Bachelor’s degree required
- 2 years of experience in public accounting or related field
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proficient use of applicable technology
- Must be able to travel based on client and business needs
#LI-HS1 #LI-Hybrid
Source : Cbiz